Documents and policy conditions

The problem

An unfiled or unfindable document cannot help when you need it.

Policy conditions must remain searchable.

Searching these documents is included in Standard.

What Tacita does

Upload and reading

Drag-and-drop or email, attachments included; reading in the browser.

Learned filing

Suggested folder with an adjustable confidence threshold.

Search and sharing

Search within contents and signed links that expire.

Antivirus

Every file is checked without exception.

An example

An uploaded document receives a suggested folder with an adjustable confidence threshold and a filing reason. Fictional example.

Common questions

Common questions →